Boundless Plain Holdings Ltd holds a concentrated book of 11 stocks worth $431.6M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Sandisk Corp. Their largest long position is Sandisk Corp at 42% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Boundless Plain Holdings Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Capital Today Evergreen Fund, L.P. | 2 / 11 | $128.6M |
| All-Stars Investment Ltd | 2 / 11 | $178.8M |
| Fund Resources Investment Holding Group Co Ltd | 2 / 11 | $656.3M |
| HSG Holding Ltd | 2 / 11 | $885.1M |
| Greenwoods Asset Management Hong Kong Ltd. | 3 / 11 | $1.3B |
| First Beijing Investment Ltd | 3 / 11 | $1.5B |
| Brilliance Asset Management Ltd | 2 / 11 | $201.4M |
| Mishpacha Holdings Corp | 2 / 11 | $156.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Boundless Plain Holdings Ltd: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Sandisk Corp COM | $182.6M | 80.3K | 42.3% | ▲New New position | |
| 2 | PDD Holdings Inc SPONSORED ADS | $98.8M | 1.29M | 22.9% | —Held | |
| 3 | Micron Technology Inc COM | $61.6M | 53.3K | 14.3% | ▲New New position | |
| 4 | Bloom Energy Corp COM CL A | $30.9M | 101.9K | 7.1% | ▲+41% Added · +30K sh | |
| 5 | Dingdong Cayman Ltd ADS | $15.4M | 7.99M | 3.6% | —Held | |
| 6 | Waterdrop Inc ADS | $13.0M | 11.49M | 3.0% | —Held | |
| 7 | Cleanspark Inc COM NEW | $10.7M | 734.6K | 2.5% | —Held | |
| 8 | Alphabet Inc CAP STK CL A | $8.8M | 24.5K | 2.0% | —Held | |
| 9 | ZKH Group Ltd SPONSORED ADS | $5.4M | 2.40M | 1.3% | —Held | |
| 10 | Full Truck Alliance Co Ltd SPONSORED ADS | $4.1M | 510.4K | 1.0% | —Held | |
| 11 | Superx AI Technology Ltd USD ORD SHS NEW | $431K | 53.9K | 0.1% | —Held |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.